首先,是云业务增速的掉队。 虽然AWS在2025年第四季度实现了356亿美元营收,同比增长24%,创下13个季度以来最快增速,但这依然落后于其主要对手,微软Azure(39%)和谷歌云(近48%)的同期表现 。
消费者和投资人都希望西贝“变”,甚至“巨变”。
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Фото: Jacek Marczewski/Agencja Wyborcz / Reuters